• PB Relationship Manager Acquisition Jobs in Malaysia - 23699171

  • Standard Chartered Bank Ltd
  • Malaysia
  • Save Job
  • 0 - 3 Years
  • Posted : above 1 month

Job Description:

About Standard Chartered

We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East

To us, good performance is about much more than turning a profit Its about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good

Were committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organisation This in turn helps us to provide better support to our broad client base

Job Purpose

In/outbound ETB advice & sales

To proactively acquire portfolio of Priority Clients besides Personal clients
Actively acquire liabilities from ETB client for new to Priority
Engaging & deepening Affluent & hidden Affluent in advisory conversations with analytics support and collaboration with Wealth Specialists
Meeting clients when required
Prepare and educate clients to interacting via online, Client Centre

NTB referrals from clients

Actively acquire and activate new Affluent/potential Affluent clients referred from ETB clients directly to Priority Banking Relationship Manager for liabilities AUM growth
Provide advice to Personal Clients approaching Bank for Priority Banking Services

Key Responsibilities


A need based approach to source New to Bank (NTB) Priority Banking customers and engage the customer for new Business and refer Priority AUM qualified client back to branch managed RM channel
Deliver sales targets to meet new business and acquisition goals
Conduct extensive marketing and systematic Telemarketing on leads provided and if needed, account management activities in bringing up the AUM qualified criteria
Participate in Priority and Commercial Clients (CC) activities, ie market outlook seminars, lifestyle events, year end gathering and etc to acquire new to bank customers and referrals while exploring opportunity to upgrade existing bank customers to qualified Priority customers
Participate in sales promotion and activities to achieve/exceed defined sales targets
Prepare and consolidate accurate reports on sales activities


Engage Priority and potential customers through 100 PERCENT leads activation
To improve Products per Customer (PPC) rate through digital solution penetration
Responsible in building an information database on PIC customers to support relationships building and cross-selling efforts

Talent, Resources & Skills

Skill requirements

Product broadening

Enhanced multi-product Priority knowledge
Market and competition knowledge
Possess all relevant investment & insurance certifications and licensing

Client engagement

Presentation and soft skills tailored to engaging Affluent Clients
Internal stakeholder engagement skills
Closing deals
Ability to drive and manage client interaction
Good communication & presentation skills
Negotiation and objection handling
Client training on digital solutions

Journey completion

Discipline and good time management to handle a client portfolio
Ability to solve problems and close issues without handing over
Strong analytical ability
Understanding of Priority CDD principles
Interpersonal and complaint handling skills
Banks product knowledge
Understanding of policies and procedures
ABM rules / Bank Negara FEA regulations
Branch Operations Manual (WEBOM) /MIC/ group circulars/bank policy and tariff of charges

Apply now to join the Bank for those with big career ambitions

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Banking
Functional Area : Banks/Insurance/Financial Services
Role : Relationship Mgmt
Salary : As per Industry Standards
Deadline : 25th Mar 2020

Key Skills:

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